See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,802 | $183,519-71.2% | $155,509-66.0% | $145,922-63.8% |
| Participation rate | 71.4% | 82.7%-11.2pp | 78.2%-6.8pp | 80.3%-8.8pp |
| Annual return | 16.52% | 61.17%-44.6pp | 64.67%-48.2pp | 561.29%-544.8pp |
| Employer contribution / active EE | $5,272 | $5,313-0.8% | $4,672+12.8% | $4,660+13.1% |
| Participant deferral / active EE | $2,960 | $6,462-54.2% | $5,626-47.4% | $6,688-55.7% |
| Admin fee / account holder | $259 | $19,313-98.7% | $15,912-98.4% | $13,397-98.1% |